Director, Operational Excellence

7 days ago


Waterloo, Canada Sun Life Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

The Director of Operational Excellence is responsible for driving continuous improvement, operational efficiency, and business transformation across Distribution and Channel Management (D&CM). Partnering with senior leadership and business units, this leader works to implement sustainable business growth across channels through enhanced advisor and Client processes and capabilities.

**Please note this role requires regular presence at our Toronto One York and/or Waterloo King offices.**

**Summary of the role**
- Reports to AVP, Operations Enablement and Improvement in Distribution and Channel Management (D&CM)
- Accountable for identifying, analyzing and implementing strategic operational improvement initiatives across D&CM value streams
- Lead the ongoing efforts to implement a cross-channel client movement program that enables the D&CM Growth Strategy and supports key compliance and regulatory needs of the business
- Continue to develop and implement the D&CM Client Segmentation strategy to better align Client and advisor relationships, increasing productivity and enhancing the Client experience
- Act as the Distribution lead for the SLF Advisor Benefits plan and Errors and Omissions insurance, ensuring proper governance and operational practices are documented and followed
- Accountable for SLFD Clients in Motion program including monitoring of operational processes and controls
- Lead the cross-business unit SLFD Service Improvement forum
- Support SLFD regional leadership teams with expense management analysis and insights

**Summary of accountabilities**
- Lead various D&CM programs and initiatives often acting as a SME or business owner on key work streams within broader Enterprise programs
- People leadership accountabilities include management of direct reports, coaching and developing team members, and providing guidance to teams to consistently maintain high levels of integrity, motivation and morale
- Identify and implement administrative / operational policies, practices and controls for D&CM operational teams at times including training and on-going development
- Monitor business trends / identify opportunities and lead strategic initiatives that build capabilities across D&CM operations function
- Manage key partnerships with areas such as Legal, Compliance, Finance, Distribution Compensation, RA&S Digital Enterprise team and other business units to identify, business case, prioritize and implement opportunities.

**Summary of leadership & management competencies**
- Facilitate workshops and working sessions to co-create solutions with stakeholders.
- Proven leadership skills and experience managing operational teams
- Results orientation with demonstrated partnership skills across various stakeholders
- Experience in developing and improving processes with ability to manage change effectively
- Strong business acumen
- Strategic thinker with creative problem-solving skills
- Strong relationship building with influencing and negotiation skills
- Strong collaboration skills including listening and facilitation skills
- Excellent communication skills, both verbal and written
- Solid project management skills
- Ability to work independently with a strong achievement motivation and organizational skills

**What do you need to succeed**
- 10+ years of progressive leadership experience in operations, process improvement, or business transformation.
- Demonstrated track record of delivering measurable improvements in efficiency, service, and cost savings.
- Experience leading cross-functional projects and working at the executive level.
- University degree in Business or Operations preferred
- Lean Six Sigma Black Belt or equivalent certification strongly preferred.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
105,000/105 000 - 180,000/180 000

**Job Category**:
Sales - Distribution Support

**Posting End Date**:
14/09/2025



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